Operations Senior Analyst
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Responsibilities
- Support the weekly OU forecast process across Renewals
- Drive forecast excellence by coordinating prep for weekly OU forecast calls
- Partner with the Analytics team and perform ad-hoc analyses across multiple data sets and tools (examples of analyses include customer segmentation, participation, propensity to buy, white space, likelihood to churn, etc.) to drive forecast accuracy or improve forecast recommendations
- Evaluate ongoing OU business performance against Targets
- Create executive-level presentations for both local and global leadership reviews
Requirements
- 2+ years of professional experience, ideally in Sales strategy/business operations roles
- Experience with forecasting, business analysis, and data visualization
- Strong business acumen and stakeholder management
- Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
- Excellent presentation and executive engagement skills
- Outstanding written and verbal communication skills, with the ability to craft compelling stories
- Self-starter and high degree of motivation to go above and beyond the task at hand and succeed in a collaborative, fast-paced environment.
- Ability to translate complex information into easily consumable insights
- Working knowledge of Salesforce
- Intermediate or better mastery of Snowflake/SQL and Excel/G-sheets
- Beginner or better mastery of Tableau
- Flexible schedule, the ability to work with our global Renewals teams in different time zones.
- Unleash Your Potential
- Accommodations
- If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .
- Posting Statement
Benefits
Additional Information
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Operations Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce. A blend of strategy and operational execution, the Strategy & Operations Sr Analyst partners with Renewals Leadership as a trusted advisor, focused on executing the hierarchy, as well as attrition forecasting motion. This role requires deep alignment with multiple levels of the Renewals cross-functional alignment with Sales and Customer Success organizations. This role supports the weekly forecasting process and is responsible for managing content related to the forecast. This person leverages insights to increase accuracy and efficiency in the retention forecast across different operating units. You are detail-oriented and feel fulfilled when helping leaders run their business! We're looking for highly passionate candidates who have relentless curiosity, a startup mentality, attention to detail, willingness to manage multiple priorities, and ability to deal with ambiguity effectively. This is an individual contributor role reporting to the Director, Renewals Strategy & Operations.
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